Unimicron (3037 TT, BUY, NTD265)Catalyzed by new capacity for high-end products at new Yangmei Plant, product mix of ABF substrate ma...
Company Note Globalwafers (6488 TT,TRADING BUY, NTD553)Despite higher industrial uncertainties, Globalwafers stock price has been...
Company Note Delta Electronics (2308 TT, TRADING BUY, NTD275)FY22 revenue/earnings are expected to grow; due to high uncertainties...
(1) Recommendation: As the demand in Chinas handset market appears weak, we expect inventory adjustments to persist throughout 1H22. Additi...
